Members and roles

The Members and Roles tabs sit inside organization settings at /admin/org/[your-org-id], and are admin-only.

Members

The Members tab lists everyone with access to your organization’s Vigilis account. It shows each person’s role, when they were last active, and a live count of members.

• Add User invites a new person by email and role: Admin, User (shown as “member” in the app), or Viewer. They receive an accept-invite link.
• Resend an invite by adding the same email again while the invite is still pending. Re-adding a pending person refreshes their invite, which is how you resend it.
• Change role from the row menu when someone needs more or less access.
• Delete from the row menu removes a member. This is a soft deactivation you can do yourself; you do not need to ask your provider to remove someone.

Account creation is invite-only, so this tab is how new people get in.

Roles

Every organization has three built-in roles: Admin (covers everything a member can do plus administration), Member, and Viewer (read-only in intent). On the Roles tab an org admin can also create custom roles with a permission editor.

The org permission set covers:

• View and edit organization data
• View and edit services
• View and edit invoices
• View and edit contracts
• View and edit network
• View reports (reports are view-only in the permission set)
• Manage documents
• Manage members and settings

One caveat worth knowing: a Viewer may still see some edit buttons that then fail when clicked. Treat Viewer as read-only and give anyone who needs to make changes a Member or Admin role, or a custom role with the right edit permissions.

Which sidebar sections each role reaches also depends on your plan. Reports and Network, for example, need an admin role and the matching feature on your plan; ask your provider if a section you expect is not there.